Trusts & Estates Partner — Private Wealth Growth Leader

Platinum Legal Search Group, LLC; New York (NY); On-site; USD 500,000 - 1,000,000; Full time

Job summary

Platinum Legal Search Group, LLC represents a premier AmLaw private client practice seeking a Trusts & Estates Partner with a portable book of business to join its New York office.

The ideal candidate will originate and grow relationships with high-net-worth individuals, families, family offices, trustees, and fiduciaries, while collaborating with tax, litigation, and corporate teams to deliver sophisticated wealth planning.

Qualifications

• Demonstrated portable book of business.
• Established relationships with high-net-worth individuals, families, family offices, trustees, or fiduciaries.
• Proven ability to originate and grow client relationships.
• Collaborative approach to serving clients with sophisticated wealth planning needs.
• Experience in wealth transfer, gift tax planning, and cross-border planning.

Responsibilities

• Originate and grow a portable client base in private wealth.
• Collaborate with tax, litigation, and corporate teams to deliver comprehensive wealth solutions.
• Counsel on fiduciary matters and complex estate planning for high-net-worth clients.
• Grow the private client platform through business development and cross-selling.

Skills

Portable book of business

High-net-worth relationships

Cross-border planning

Fiduciary counseling

Estate planning

Job description

Platinum Legal Search Group, LLC represents a premier AmLaw private client practice seeking a Trusts & Estates Partner with a portable book of business to join its New York office.

The ideal candidate will originate and grow relationships with high-net-worth individuals, families, family offices, trustees, and fiduciaries, while collaborating with tax, litigation, and corporate teams to deliver sophisticated wealth planning.